post by post by Join us as we celebrate our 40th episode and women’s history month with Megan Bell, VP of Marketing at our client, Falvey Insurance. Megan, a proven leader in the insurance industry and a 2022 Elite Woman honoree from Insurance Business America, will delve into how survey results can shape your business…
Insurance providers, much like other B2B service firms, place significant reliance on client satisfaction and service quality to both retain their clientele and stand out in a competitive landscape. Particularly during economic downturns and industry challenges, the significance of service quality and client satisfaction becomes even more pronounced in determining business success. This partially explains…
The original post was updated in October 2023 As an insurance broker or agent, you provide the client service that differentiates a buyer’s experience from a commoditized interaction. You strive to consult, support, and provide expertise to your clients – all while delivering an exceptional service experience. And in 2023, your clients have come to…
Insurance brokers – like other business service providers – rely heavily on client satisfaction and service quality to retain key accounts and differentiate from the competition. As such, NPS can be a leading indicator of revenue retention, growth, and brand differentiation in a crowded marketplace. What is NPS? Net Promoter® Score (NPS) is a client…
We know a positive client experience is a critical factor in any insurance firm’s success. In fact, recently published research suggests clients who have a poor experience with their firm (as indicated by their satisfaction rating) are nine times more likely to be actively looking for a new insurance provider1. And as the industry and…
The true ROI of any Client Experience (CX) program comes from the action your firm takes with the client data you’ve gathered. The more comprehensive the action, the higher ROI from your program! That means addressing both negative feedback (to identify and protect at-risk revenue) AND positive feedback (to build reputation and earn new business). …
At ClearlyRated, our mission is to help business service providers put the customer and employee experience at the heart of their growth strategy. And we’ve had the privilege of working with insurance firms to this end for 8 years. This year, I’m very pleased to announce that the ClearlyRated team has launched “Best of Insurance”—an…
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Bain & Company, and Fred Reichheld.
